Position in EXC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$527,225
+$20,457 QoQ
Shares Held
11,309
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#648
of 1,279 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $33,693,607 across 19 Utilities - Regulated Electric names. EXC ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
67,096 | $8,493,011 | |
| 2 | NEE |
Nextera Energy Inc
|
69,679 | $6,115,725 | |
| 3 | SO |
Southern Co
|
44,967 | $4,303,791 | |
| 4 | ETR |
Entergy Corp /De/
|
33,882 | $3,891,686 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,630 | $3,643,250 | |
| 6 | D |
Dominion Energy, Inc
|
20,923 | $1,428,831 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,751 | $671,544 | |
| 8 | CNP |
Centerpoint Energy Inc
|
14,538 | $640,253 |
All Filings in EXC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,225 | 11,309 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $506,768 | 10,338 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $443,484 | 10,174 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $436,101 | 9,689 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $418,959 | 9,649 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $490,199 | 10,638 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $312,110 | 8,292 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $361,665 | 8,919 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $372,888 | 10,774 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $419,018 | 11,153 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $316,314 | 8,811 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $214,798 | 5,684 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $241,588 | 5,930 | Shares | Sole | 2023-08-08 | |
| 2020-06-30 | $36,979 | 1,019 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $35,190 | 956 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||